
In this episode, we explain what is the QCD and how it benefits donors who qualify? Main thing is it reduces taxable income and avoids other penalties associated with higher income for retirees.
Jun 14, 2024
4 min

Protecting Governmental benefits, managing financial resources, providing for long-term care, reducing financial exploitation and preserving eligibility for legal settlement.
Jun 10, 2024
6 min

Avoiding online fraud is critical in today's digital age. Here is a useful guide with 10 important ways to help keep you safer.
May 20, 2024
5 min

What is a power of attorney and why do we need them? Did you know there are four varieties of power of attorney? We address each of these and some practical thinking as you consider updating or creating your own power of attorney. [email protected]
Apr 12, 2024
8 min

Sudden Wealth Syndrome is a real abnormal condition and we can all get pulled into success hype and get blinded by our optimism. Getting help early and knowing what to do as symptoms occur will increase your success outcomes in sudden wealth. Did you know 90% of lottery winners lose all the money within 5 years? Learn how to avoid such failure. www.stewardshipmatters.net
Mar 26, 2024
9 min

Here I explain the benefits of the #1 estate settlement tool in the United States. Why it is useful to leverage time, knowledge and resources to move you and your family to faster and more effective estate closure. Even if you hire an estate professional to help you this tool has value. Learn more over the next few minutes. In the link below you can learn more and access the basics for free and the premium version is only one time costs $175 and using my link will get you a 15% discount as well. https://partners.weareatticus.com/stewardship-matters or stewardshipmatters.net then click on "estate settlement" tab
Feb 9, 2024
8 min

What is a life settlement? A life settlement is the sale of an existing life insurance policy for more than the policy's cash value but less than the death benefit. Learn how this unique topic could benefit you or those you care about. stewardshipmatters
Jan 24, 2024
4 min

This podcast I hope opens up an abundance mindset and greater freedom for you and your family. A quick look at some of the economics of growing your own food and some encouraging words to consider in the journey. Share with others your harvest and passion and life will yield greater returns. Learn more at www.stewardshipmatters.net
Jan 2, 2024
8 min

Learn about the new "Bail-In" provisions provided in the law and potential affect on you and your banking and investments. Call provisions on lines of credit represent a potential threat to your finances and what you might wish to do to better prepare the path forward in good stewardship. Securities Backed Line Of Credit might be one of the potential solutions for you. stewardshipmatters
Dec 22, 2023
6 min

Straight talk on annuities educates on the various types of annuities and provides some often overlooked potential that could enhance your current path by tens of thousands of dollars. How through fiduciary annuity or fee only annuity and Annuity Rescue Plus tool. Lower fees and costs do matter and good stewardship matters to your bottomline.
Dec 12, 2023
9 min
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